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Chelsea Counsel Company’s U-Haul Holding Co UHAL Stock Holding History

Chelsea Counsel Company’s Portfolio UHAL Stock Details UHAL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q2 		– Sell
-11,920
Closed -$426K – 115
2016
Q1 		$426K Hold
11,920
– – 0.14% 85
2015
Q4 		$464K Sell
11,920
-1,060
-8% -$42.8K 0.14% 77
2015
Q3 		$511K Sell
12,980
-2,700
-17% -$98.1K 0.12% 82
2015
Q2 		$513K Buy
+15,680
New +$512K 0.11% 84

Other funds holding UHAL

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
NC
Nicholas Company Milwaukee, Wisconsin $5.1B AUM 8.43% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
CWAM
Columbia Wanger Asset Management Chicago, Illinois $6.69B AUM 31.14% 1-Year Est. Return
JIR
James Investment Research Alpha, Ohio $891M AUM 30.4% 1-Year Est. Return
BC
Bruce & Co Chicago, Illinois $350M AUM 33.5% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AA
Ancient Art Austin, Texas $459M AUM 52.34% 1-Year Est. Return

Chelsea Counsel Company's UHAL Position: Q2 2016 in Review

Chelsea Counsel Company sold out of U-Haul Holding Co (UHAL) in Q2 2016, closing a stake of 11,920 shares — an estimated $426K sold.

Chelsea Counsel Company first reported a position in UHAL in Q2 2015 and held it in 4 quarters. The position peaked at $513K in Q2 2015. 234 funds tracked by Wall St. Rank hold UHAL as of Q2 2016.

  • Chelsea Counsel Company reported no remaining U-Haul Holding Co position as of Q2 2016 after selling out during the quarter.
  • Chelsea Counsel Company sold 11,920 U-Haul Holding Co shares in Q2 2016, an estimated $426K.
  • Chelsea Counsel Company first reported a position in U-Haul Holding Co in Q2 2015 and held it in 4 quarters.
  • Chelsea Counsel Company's U-Haul Holding Co position peaked at $513K in Q2 2015.
  • 234 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q2 2016.

Based on Chelsea Counsel Company's 13F filing for Q2 2016, filed 1 Nov 2016.